Innovative Group
Local Business Offering
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Innovative GroupLocal Business Offering
Deliverable 8 · Proof · needs to be built

Reporting dashboard and case study template

Demonstrate ongoing work, AI visibility changes, traffic, and leads.

Back to the project plan →

What it will contain

Scope of the build

Monthly activity report

Work completed, technical search health, next-step plan, organic traffic trend where trackable, calls, forms and leads where attributable.

AI visibility tracker

Frozen prompts, date, platform, locality assumption, repetitions, business mentions and website citations, interpreted as directional.

Case study template

Start and end dates, baseline, what changed, what was measured, caveats, and client permission on file. Nothing presented as a stable AI rank.

Quarterly review format

Refresh of local and service priorities, page opportunities, conversion paths, and the improvement roadmap.

Inputs already written

Start from these

Most of the raw material exists in the launch kit. These are the sections to pull from.

Service spec: reporting and proof requirements, and the recurring operating rhythm

Open →

Playbook, section 10: measurement and pilot learning plan

Open →
Open decisions

What has to be settled first

  1. Whether the dashboard lives in GHL, a sheet, or a client-facing page like this portal.
  2. Which two or three pilot clients supply the first case studies and when baselines are captured.
  3. The commercial KPI set the team reviews weekly (cost per qualified held call, call to proposal, closed-won, first-year margin).

Suggested next step

Build the monthly report as a template first, then capture baselines for the pilot clients so the case study has a start date.